CX Institutional
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CX Institutional’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

CX Institutional’s Portfolio KYN Stock Details KYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$319K Buy
23,467
+23,318
+15,650% +$338K 0.01% 611
2026
Q2 		$2K Buy
+149
New +$2.06K ﹤0.01% 1473

Other funds holding KYN

Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Promethium Advisors
Promethium Advisors Bethesda, Maryland $203M AUM 21.58% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
Post Resch Tallon Group
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
Jeppson Wealth Management
Jeppson Wealth Management Manhattan Beach, California $350M AUM 26.62% 1-Year Est. Return

CX Institutional's KYN Position: Q3 2026 in Review

CX Institutional increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 15,650% in Q3 2026, buying an estimated $338K and bringing the position to 23,467 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #611.

CX Institutional first reported a position in KYN in Q2 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold KYN as of Q3 2026.

  • CX Institutional held 23,467 shares of Kayne Anderson Energy Infrastructure Fund worth $319K as of Q3 2026.
  • CX Institutional bought 23,318 Kayne Anderson Energy Infrastructure Fund shares in Q3 2026, an estimated $338K.
  • Kayne Anderson Energy Infrastructure Fund made up 0.01% of CX Institutional's portfolio in Q3 2026, its #611 holding.
  • CX Institutional first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2026 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.